3/30 – March Wealth Circle 2023: Creating Financial Resilience in Transitions
Change is the one constant in our lives. I am sure you have experienced multiple life transitions at once – losing a loved one, a job promotion, divorce, children entering a new stage in life, opening a business, and so many more. You deserve to build a strong financial foundation to assist you in getting through these transitions.
Change is the one constant in our lives. I am sure you have experienced multiple life transitions at once – losing a loved one, a job promotion, divorce, children entering a new stage in life, opening a business, and so many more. You deserve to build a strong financial foundation to assist you in getting through these transitions.
Understand the four ways your life is impacted by the life transitions you will experience
Identify what it is to build healthy behaviors with your wealth in order to not sway when life triggers may tempt you
Reflect on the elements you need to address for your financial plan to be strategic when you have to pivot
Learn the seven areas of strategy you should understand for your financial plan
Create an action plan for resilience in times of uncertainty
Ticket price: $35 per attendee
